+750.3%
NVT vs FIVN
+8.6%
+741.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.4% | +3.3% | +4.5% |
| 7D | +4.1% | -7.8% | +11.9% | +5.1% |
| 30D | -5.1% | -1.7% | -3.4% | -5.1% |
| 3M | -1.2% | +47.2% | -48.4% | -7.1% |
| 6M | +46.6% | +82.7% | -36.1% | +32.6% |
| YTD | +60.0% | +52.9% | +7.1% | +47.3% |
| 1Y | +70.8% | +17.5% | +53.3% | +62.9% |
| 3Y | +187.5% | -55.8% | +243.4% | +200.0% |
| 5Y | +426.1% | -82.3% | +508.5% | +483.0% |
| All | +750.3% | +8.6% | +741.6% | +606.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling